Financial Planning Consultant

Jacksonville, Florida (in-office)
Employment Type: Full-time
Compensation Range: $49,250–$60,000 base, plus incentive compensation on advisory business you service

About Revision Wealth Management
Revision Wealth Management is an independent, RIA that families across Florida trust with their wealth. We believe everyone deserves a chance at a fair financial future.
As a Financial Advisor on our team, you guide households through every stage of their financial lives, from building wealth to living on it. You lead discovery conversations, present comprehensive plans, and build long-term relationships with the families you serve.
Conduct discovery and Match Meetings to understand each household’s income needs, assets, timeline and goals.
Build and present comprehensive financial plans across income, investments, taxes, healthcare and insurance, and legacy.
Deliver retirement income planning, including Florida Retirement System (FRS) pension and federal and military retirement benefit decisions.
Coordinate with the firm’s tax and estate planning partners so each client’s plan is fully integrated.
At least 3 years of experience in financial planning, retirement planning or a client-facing wealth management role.
Working knowledge of investment management, retirement income planning, Social Security, Medicare and tax-efficient distribution.
Clear, warm communication that makes complex financial topics understandable.
A clean regulatory and compliance record.
Experience with FRS, TSP or military retirement benefits.
Firm-funded client acquisition and marketing. Proprietary planning frameworks and a structured client deliverable.
We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic.